Entrepreneurs and coaches alike need to get paid somehow. Streamlining this process is ideal to create an excellent customer experience but also less stress and to-dos on your end.
Before you figure out how to set your site to receive payments, you’ll want to figure out which of these categories your business falls under:
1) You want to sell coaching packages.
For instance a 3-month and 6-month package for a fixed rate. This could also apply to those selling single sessions at a time… but that’s probably not the best business practice. (Hint: #bundlesarebest)
2) You want to sell products, either digital or physical.
For instance a downloadable how-to guide or a motivational calendar you’re shipping.
3) You want to sell online courses.
These could be hosted on your own website or hosted on a third party software, like Kajabi or Thinkific.
4) You want to individually tailor each package for each client.
Perhaps you want to chat with each new prospective client and then follow up with a personalized proposal, contract and invoice just for their needs.
Now that you know which category your services fall under, here are 4 ways to accept payments:
- For coaching packages, an easy way to accept payments could start with a Buy Now button right on your website.
Paypal is a great choice, they’re user-friendly and I tend to get my funds the fastest this way. Simply set your price, then install a Buy Now button with the provided HTML code and your money will be sent straight to your account. If you go with this option, however, you’ll still need to find a means to sending, delivering and signing contracts and agreements.
- For digital or physical products, WooCommerce is a great option.
By adding an eCommerce plugin, like Woo Commerce, you can build a nice little e-commerce store within your website. The plug-in enables you to sell downloadable products directly from your site and handles the shipping details for physical products as well. Add-ons might cost an annual fee, but the basic plugin is free.
- If you’re selling online courses, you might consider using a third-party option like Kajabi or Thinkific.
These user-friendly platforms are designed specifically to host online courses. You create the content, upload everything to those sites, and sit back while they handle the payment. Or, if you’d rather host it directly on your own WordPress website, you could use a plugin like MemberPress.
There really is no “better” option if you’re trying to choose between listing it on your own site or hosting it on a third party, it really just depends on your needs and what you’re looking for.
- Lastly, you could tailor the payment method to each individual package.
This really helps personalize the experience for your client, and thus make them feel you really are making that extra effort for them.
This is what I actually do for my clients. Granted I sell website design services, but the process is very similar for tailoring services for your coaching clients.
I use Dubsado, a Client Relationship Management (CRM) software, to make templates of basic packages I tend to offer frequently and use those as a guide for each new potential clients.
Dubsado literally handles all of my needs after I meet with someone who signed up for an Intro Talk.
It takes care of everything starting with my lead capture. Potential clients have to fill out a form before they can access my calendar, and after we chat and see if we’re a good fit, I’ll send over the proposal, contact, and invoice all bundled up together–neat, simple, and easy for them to understand.
So before jumping into the specifics of figuring out ‘how-to’ set up payment gateways on your website, you’ll want to first:
- Get clear on what exactly it is that you’re selling.
- Take a minute to brainstorm your client experience. What is the experience you want for your client?
- Figure out what your ideal workflow looks like. From lead capture, all the way to them becoming a client, map that process out before taking any action.
Then, you’ll have the clarity you need to find a really easy solution to setting up an ideal payment option on your website.